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Cornerstone Comprehensive Wealth Management Rebrands to Prime Capital Financial

Rebrand completes integration of 2023 acquisition of Nevada-based team

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced it has completed the rebranding of Nevada-based Cornerstone Comprehensive Wealth Management (Cornerstone) as Prime Capital Financial. The change follows the firm’s 2023 acquisition of Cornerstone and represents the final phase of integration.

Cornerstone has built a strong reputation for delivering comprehensive wealth management services. By transitioning to the Prime Capital Financial brand, clients will continue to receive the same personalized guidance, now supported by a more unified platform, enhanced technology and broader planning capabilities.

“This rebrand marks an important step in completing our integration and bringing our teams together under a single, unified brand,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “It strengthens our presence in the Southwest and supports our continued growth.”

Cornerstone joined Prime Capital Financial as part of the firm’s strategy to expand its national footprint and deepen its comprehensive planning capabilities. Since then, the teams have worked closely to integrate operations, aligning how they serve clients and operate day-to-day.

“This rebrand reflects the work we’ve done to bring our organizations together in a thoughtful way,” said Christopher Abts, financial advisor and founder of Cornerstone. “We have been intentional about preserving the relationships and planning philosophy that shaped Cornerstone while building a stronger foundation for the future.”

“The relationships we’ve built with our clients have always been at the center of our work,” said Terry Levenberg, CFP®, partner and financial advisor at Cornerstone. “Bringing our team together in this way allows us to stay closely aligned around each client and how we support them over time.”

The rebrand supports Prime Capital Financial’s efforts to create a unified brand and consistent client experience across its growing national platform.

For more information about Prime Capital Financial, visit https://primefinancial.com/.

About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

Prime Capital Financial


Release Versions

Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

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